13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCheap mega-capRe-rated
SUSA

ISHARES ESG OPTIMIZED MSCI U

547 institutions still hold ISHARES ESG OPTIMIZED MSCI U as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464288802·Exchange Traded Fund·547 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.6%
vs prior quarter
13F value held
$1.3B
69.0% inst. owned
of float
Holders
547
+92 QoQ
filers reporting
Activity
+42 / −37
+946 added · −791 reduced
this quarter
Concentration
14.86%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

547 institutions reported SUSA in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 14.9% of the visible book. +92 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$193M1.5M0.01%Q1 202602
MORGAN STANLEY
CIK 0000895421
$132M999K0.01%Q1 202603
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$117M840K0.07%Q4 202504
ROYAL BANK OF CANADA
CIK 0001000275
$91M688K0.02%Q1 202605
SPINNAKER TRUST
CIK 0001158970
$76M573K4.19%Q1 202606
IMA Advisory Services, Inc.
CIK 0001455495
$69M522K6.74%Q1 202607
AMERIPRISE FINANCIAL INC
CIK 0000820027
$65M489K0.01%Q1 202608
BlackRock, Inc.
CIK 0002012383
$64M487K0.00%Q1 202609
MISSION WEALTH MANAGEMENT, LP
CIK 0001645382
$54M412K1.12%Q1 202610
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$53M398K0.08%Q1 202611
WELLS FARGO & COMPANY/MN
CIK 0000072971
$52M392K0.01%Q1 202612
JPMORGAN CHASE & CO
CIK 0000019617
$51M394K0.00%Q1 202613
M&T BANK CORP
CIK 0000036270
$50M381K0.17%Q1 202614
UBS Group AG
CIK 0001610520
$46M350K0.01%Q1 202615
LPL Financial LLC
CIK 0001403438
$41M307K0.01%Q1 202616
Shira Ridge Wealth Management
CIK 0001961210
$38M291K15.21%Q1 202617
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$32M244K0.01%Q1 202618
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$26M198K0.01%Q1 202619
Baird Financial Group, Inc.
CIK 0001648711
$24M185K0.04%Q1 202620
Mariner, LLC
CIK 0001373442
$24M184K0.03%Q1 2026
Page 1 of 28
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